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Name Holding Trade Value Shares
Change 		Change in
Stake
GTCM
2976
Gyon Technologies Capital Management
New Jersey
$304K +$296K +1,370 New
GFPC
2977
Global Financial Private Client
Florida
$304K -$1.12M -5,185 -79%
APG
2978
Abacus Planning Group
South Carolina
$303K -$4.76K -22 -2%
WW
2979
Westshore Wealth
California
$303K +$27.9K +129 +10%
RIM
2980
Rockbridge Investment Management
New York
$302K -$301K -1,390 -51%
FZCM
2981
Flynn Zito Capital Management
New York
$300K -$38.5K -178 -12%
DP
2982
Divergent Planning
Maryland
$300K – – –
TDC
2983
Thompson Davis & Co
Virginia
$299K -$46.9K -217 -14%
TCWA
2984
Ten Capital Wealth Advisors
Washington
$299K -$1.73K -8 -0.6%
LA
2985
Lifeworks Advisors
Michigan
$297K -$96.7K -447 -25%
MSA
2986
McAlister Sweet & Associates
Texas
$297K – – –
AWAP
2987
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$296K -$6.71K -31 -2%
HFS
2988
Howard Financial Services
Texas
$295K -$107K -496 -27%
V
2989
VeraBank
Texas
$295K -$4.33K -20 -1%
NF
2990
NTB Financial
Colorado
$295K – – –
CWA
2991
Canvas Wealth Advisors
Kansas
$294K -$94.9K -439 -24%
CFA
2992
Compass Financial Advisors
Indiana
$294K – – –
CGFA
2993
Colton Groome Financial Advisors
North Carolina
$293K -$4.76K -22 -2%
PL
2994
Pluribus Labs
California
$289K -$200K -925 -41%
GSAM
2995
Grant Street Asset Management
Pennsylvania
$289K – – –
CCP
2996
Cassia Capital Partners
North Carolina
$288K -$15.1K -70 -5%
BFG
2997
Barber Financial Group
Kansas
$288K -$8.87K -41 -3%
DWM
2998
Defined Wealth Management
Oregon
$288K +$281K +1,298 New
IF
2999
Integrity Financial
Wyoming
$286K +$23.8K +110 +9%
NC
3000
NovaPoint Capital
Georgia
$285K -$98.8K -457 -26%
118 119
120
121 122